![Stephen Miller](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Stephen Miller
Profile
Prior to joining Round Table Services, Mr. Miller obtained experience as an investment oriented financial counselor with Citicorp Investment Services.
Mr. Miller holds a BBA in Finance from Baylor University and is a Certified Financial Planner.
Former positions of Stephen Miller
Companies | Position | End |
---|---|---|
Round Table Services LLC
![]() Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Analyst-Equity | 30/12/2009 |
Citicorp Investment Services
![]() Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY. | Corporate Officer/Principal | - |
Training of Stephen Miller
Baylor University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 2 |
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Round Table Services LLC
![]() Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations. | Finance |
Citicorp Investment Services
![]() Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY. | Finance |
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